GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it easy and reliable to clone campaigns, funnels and more across tasks. Agencies make use of snapshots to onboard customers faster and guarantee uniformity across projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, sites, automation series, web page templates and other assets.
Duplicate entire funnels and automations in seconds
Snapshots are full backups of your HighLevel arrangement, including automations, funnels, pages, touchdown kinds, get in touch with lists, email campaigns and CRM pipes. Snapshots make transferring total systems in between customers easy without the demand to recreate every little thing from the ground up; firms can save hours by using snapshots as templates throughout customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can likewise be shared via sending out links generated. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re totally modular; that enables you to make use of just specific components while leaving others out – making customization and changes a lot simpler than with even more rigid snapshots.
Automating essential procedures with these snapshots not only automates them however additionally simplifies lead generation procedure and enhances customer relationship management (CRM) to raise scalability and productivity for better scalability and performance making it possible for users to produce efficient marketing approaches concentrated on turning prospective clients right into paying clients.
HighLevel snapshots provide an additional substantial benefit – their versatility in meeting particular sector needs. As an example, dental snapshots can come pre-loaded with lead capture types and campaigns using cost-free teeth whitening to new patients. This supplies agencies with the freedom to customize services particularly customized for each client while still staying consistent in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can help your agency rise effectiveness and broaden. By replicating existing workflows, simplifying intricate automations, onboarding brand-new clients easily and being centrally located with straightforward guidelines they are a vital asset in attaining development faster and better than ever.
Quicken customer onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for several clients concurrently, thus speeding up outcomes for customers while saving you time on arrangement! Snapshots make certain success for everybody entailed – agency and clients alike.
Snapshots provide a comprehensive backup of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into an additional client account using Snapshot ImporterTM they instantly setup because account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding far more reliable!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin picking which parts of its system you would such as conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a mobile duplicate that you can then deploy similar systems in other places GoHighLevel Veterinarian Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an invaluable feature for firms transferring systems in between clients. Once exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots much easier than ever, using pre-equipped snapshot templates for different sectors from property to shopping. By quickly onboarding new clients while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and offering them with extensive marketing systems quicker than ever before.
Keep brand name consistency
Hands-on setups may leave variances that endanger brand consistency, while snapshots allow you to duplicate an account arrangement throughout several brand-new accounts without by hand recreating all settings for each one. This assists deploy completely configured customer accounts promptly and precisely while saving addons such as triggers or e-mail templates in snapshots make keeping constant processes across your client base much less complex.
Snapshots can be an indispensable possession to firms taking care of numerous accounts all at once. By establishing the suitable account framework when and waiting as a snapshot for usage later with brand-new clients, snapshots assist firms reduce onboarding times by up to half quicker. A 2025 research demonstrates how snapshots help speed the onboarding procedure significantly.
To create a Snapshot, navigate to your Agency Dashboard and choose the sub-account you desire to catch. From there, choose what elements need to be included (funnels, schedules, workflows, site templates, personalized values and more) prior to giving it a name and clicking “Conserve”.
When your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either at one time or part by element).
As a GoHighLevel reseller or marketing agency, using snapshots can significantly boost efficiency and make certain a much more standardized account arrangement process. By making it easier to reproduce campaigns, funnels and automation plans rapidly, snapshots assist scale much faster while boosting revenue streams.
Carrying out and utilizing snapshots has lots of benefits that are vital to service success:.
Get rid of recurring setup tasks
Snapshots make it basic and efficient to duplicate and reuse existing funnels, automations and arrangements that have shown themselves beneficial to other clients – saving you time, assisting in quicker customer onboarding times and creating a more effective working environment by getting rid of the demand to change the wheel each time a brand-new customer shows up.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever before, whether through one-time web link sent out by means of e-mail to staff member or completely shared through account gain access to. In addition, snapshots additionally enable you to limit their import right into specific subaccounts if desired.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Below, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, going into a name for it, picking its resource account( s) and picking how it will be duplicated; make certain to select something detailed yet easy-to-recall so it will enter into your profile of details with time.
Tailor the settings for the snapshot by choosing options that finest fulfill the demands of your customer, for example if they are property customers you may desire to include:
Ultimately, you can tailor customized areas to gather info that’s unique to each client. When satisfied with the outcome, simply push the “Conserve” switch to save changes and apply them throughout all clients.
As snapshots are an important tool for the success of GoHighLevel users, making them indispensable for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see exactly how it can enhance workflows while creating much more outstanding outcomes for customers.